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Best financial advisors in San Leandro, CA

Registered advisers within 25 miles of San Leandro, CA.

Offices
3,097
Firms
1,930
Combined AUM
$34.8T
Firm-wide filings, not assets booked only here
Clients
3.83M
3,826,305 clients when Item 5C has a number
Avg / client
$9.10M
Combined AUM ÷ clients

Nearby offices

Firms

INNOVEST PORTFOLIO SOLUTIONS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
VECTORS CAPITAL, LLC
J.P. MORGAN SECURITIES LLC
MWA FINANCIAL SERVICES INC.
FIRESIDE FINANCES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
E. DEMMLER AND ASSOCIATES
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
ALLSTATE FINANCIAL ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
U.S. BANCORP ADVISORS, LLC

Investors

TOMAS ERIK JANSSON
ROBERT WALTON STEBBINS
Ji Sung Chung
Yongsheng Jiang
Steven K. Ng
Chun Kit Lee
LULU XIONG
ELLEN NGUYEN
Alfredo Banuelos
Steven Moone
Herman Yang
DARA MAY CHAN
TODD D ANGLIN
EUGENE CHARLES DEMMLER
THOMAS JOSEPH NOHR
MAXWELL COLBY NOHR
PUIWAH YU
ANJUNA MANEL-SINGH
TAMMY TERRI LAU
MOHAMMAD ASIF SHAMS
RICKY SIU
RICKY TRIEU LUONG
Grace Campbell
Rosalyn Antonio
BRUCE ALLEN GEKKO
JESSICA LYNN HUGHES
Clark Cole
Victoria Jane Watson
EDWARD AARON KOFMAN
EVAN MCKINLEY GLENMORE THOMAS
Richelle Denice Wilkerson
JEFFREY TAN SINFUEGO

Within 25 miles of San Leandro, CA, Best Investors lists 1,930 registered investment advisory firms with 3,097 offices nearby, managing about $34.8T in combined regulatory AUM across 3,826,305 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in San Leandro

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 BLACKROCK FUND ADVISORS 1 clients · 9 advisers $4.28T AUM 2 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM